Candidate Visibility

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We’ve introduced a Candidate Visibility Control Feature, designed to enhance privacy and maintain control over candidate placements by restricting visibility based on specific criteria. This feature is particularly beneficial for recruiters who need to manage different categories of candidates and ensure that sensitive profiles are only accessible to authorized clients.

1. Introduction to the Candidate Visibility Control Feature

  • Purpose:
    • Privacy Enhancement: Ensures that certain categories of candidates remain hidden from clients until specific conditions are met.
    • Control Over Placements: Prevents clients from taking candidates off the platform or managing placements outside the platform’s oversight.
    • Regulatory Compliance: Assists in adhering to GDPR and other data protection regulations by controlling access to sensitive candidate information.
  • Common Use Cases:
    • Permanent vs. Contract Placements: Differentiates between candidates available for permanent positions and those available for contract roles.
    • Sensitive Placements: Manages visibility for candidates placed on behalf of other recruitment companies or in sensitive roles.

2. Existing Privacy Functionalities

  • Anonymizing Resumes:
    • Data Protection: Allows administrators to anonymize specific parts of a candidate’s profile, such as resumes, to protect personal information.
    • Customization: Provides control over which data points are anonymized through the dashboard.
  • Custom Data Sections:
    • Flexible Data Management: Enables the addition of custom data sections to candidate profiles for enhanced privacy and categorization.

3. Introducing Enhanced Candidate Visibility Control

  • New Functionality:
    • Conditional Visibility: Prevents certain candidates from appearing to clients until those clients have been specifically approved.
    • Custom Data-Based Restrictions: Utilizes custom data variables to determine which candidates are hidden and under what conditions they become visible.
  • Feature Location:
    • Client Onboarding Section: Found under the client onboarding settings, allowing administrators to configure visibility rules based on custom data.

4. Configuring the Candidate Visibility Control Feature

  • Step-by-Step Configuration:
    1. Access the Feature:
      • Navigate to Client Onboarding: In the admin dashboard, go to the client onboarding section.
      • Search for Visibility Control: Look for the option labeled “Until customers have been approved, prevent them from seeing certain freelancers or candidates.”
    2. Specify Custom Data Variables:
      • Define Variables: Create custom data variables (e.g., private, permanent, sensitive) that will be used to categorize candidates.
      • Example Variables:
        • private: Indicates highly sensitive candidates.
        • permanent: Marks candidates available for permanent placements.
        • contract: Identifies candidates available for contract roles.
    3. Assign Custom Data to Candidates:
      • Edit Candidate Profiles: Go to each relevant candidate’s profile and add the appropriate custom data variables.
      • Enable Visibility Restrictions: Check or input the custom data variables (e.g., set private to true) to ensure these candidates are hidden from clients until approval.

5. Functionality and Workflow

  • Visibility Restriction Process:
    • Hidden Candidates: Candidates marked with specific custom data variables (e.g., private) are automatically hidden from all clients.
    • Client Approval: Administrators must approve clients individually to grant them access to view and interact with these restricted candidates.
  • Use Case Scenarios:
    • Permanent Candidates: Permanent candidates remain hidden until a client is approved, ensuring that only authorized clients can view and engage with these profiles.
    • Sensitive Placements: Candidates placed on behalf of other recruitment companies are kept confidential and only visible to approved clients to maintain professional relationships and data integrity.

6. Benefits of the Candidate Visibility Control Feature

  • Enhanced Privacy and Security:
    • Controlled Access: Ensures that sensitive candidate information is only accessible to trusted and approved clients.
    • Data Protection Compliance: Helps meet GDPR and other data protection requirements by managing who can view specific candidate profiles.
  • Improved Recruitment Management:
    • Organized Candidate Pool: Facilitates better organization of candidates based on their placement types and sensitivity levels.
    • Prevent Unauthorized Placements: Reduces the risk of clients taking candidates off the platform or engaging in unauthorized placements.
  • Flexibility and Customization:
    • Tailored Visibility Rules: Administrators can define and adjust visibility rules based on evolving recruitment needs and client relationships.
    • Scalable Management: Easily manage large pools of candidates with varying levels of sensitivity and placement requirements.

7. Implementation Steps

  1. Enable the Feature:
    • Go to the admin dashboard and navigate to the client onboarding section.
    • Search for and enable the “Until customers have been approved, prevent them from seeing certain freelancers or candidates” option.
  2. Define Custom Data Variables:
    • Create custom data variables that will categorize candidates based on visibility requirements.
    • Examples include private, permanent, contract, etc.
  3. Assign Variables to Candidates:
    • Edit each candidate’s profile to include the relevant custom data variables.
    • Ensure that candidates who should remain hidden are correctly marked.
  4. Approve Clients:
    • Review and approve clients who should have access to view and interact with restricted candidates.
    • Only approved clients will be able to see the candidates marked with specific custom data variables.
  5. Monitor and Manage:
    • Regularly review client approvals and candidate visibility settings to maintain data integrity and compliance.
    • Update custom data variables as needed to reflect changes in recruitment strategies or regulatory requirements.

8. Best Practices for Using the Candidate Visibility Control Feature

Keep detailed records of client approvals and the reasons for granting access to specific candidates to support compliance efforts.

Consistent Categorization:

Maintain a standardized approach to categorizing candidates using custom data variables to ensure clarity and ease of management.

Regular Audits:

Periodically audit client approvals and candidate visibility settings to ensure ongoing compliance and security.

Clear Communication:

Inform clients about the visibility restrictions and the process for gaining access to restricted candidates to maintain transparency.

Documentation:

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